Areas of Practice
Estate & Wealth Planning
We provide comprehensive, forward-thinking estate, income tax and estate tax planning that goes far beyond document preparation. Our focus is on understanding your values, educating you on options, and designing plans that evolve alongside your family.
Services include:
• Trust and estate planning
• Wealth transfer planning
• Multi-generational trust design
• Charitable and philanthropic planning
• Life insurance and liquidity planning
• Discounted gifting strategies
• Asset protection planning
• Family office structuring and administration
• Family limited partnerships and LLCs
• Estate and gift tax planning, compliance, and preparation
Business Corporation
We partner with business owners and family enterprises whose assets require long-term oversight and strategic planning. Our team provides the full spectrum of corporate legal services - from formation to exit.
Services include:
• Corporate governance
• General corporate counsel
• Buy sell agreements
• Mergers and Acquisitions
Individuals & Families
We take a proactive, integrated approach to planning - coordinating closely across practice groups and with your existing advisors to protect your family today and preserve your legacy for generations.
Services include:
• Trust, estate, and wealth transfer planning
• Charitable planning
• Tax efficient investment structuring
• Real estate advisory
• Corporate representation
• Tax controversy (federal, state, local)
• Real estate transactions
• Estate and gift tax compliance
• Life insurance planning
• Family office structuring and compliance
Business Owners
We take a proactive, integrated approach to planning - coordinating closely across practice groups and with your existing advisors to protect your family today and preserve your legacy for generations.
Services include:
• Trust, estate, and wealth transfer planning
• Charitable planning
• Tax efficient investment structuring
• Real estate advisory
• Corporate representation
• Tax controversy (federal, state, local)
• Real estate transactions
• Estate and gift tax compliance
• Life insurance planning
• Family office structuring and compliance